受AI热潮驱动,2025年存储芯片企业闪迪股价飙涨559%
Core Viewpoint - The artificial intelligence boom is driving strong demand for storage chips, with SanDisk's stock price increasing by 559% since its return to the public market in February 2025, making it the best-performing company in the S&P 500 index [1] Company Summary - SanDisk reported a revenue of $2.3 billion in the first quarter of fiscal year 2026, representing a year-on-year growth of 23% [1] Industry Summary - The investment in data centers and AI-related infrastructure is projected to exceed $1 trillion by 2030, creating a sustained and expansive market for high-capacity, high-efficiency solid-state drive products [1]